See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,931 | $49,922-56.1% | $80,569-72.8% | $75,163-70.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 15.68% | 34.69%-19.0pp | 935.43%-919.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,922 | $1,698+13.2% | $2,723-29.4% | $2,670-28.0% |
| Participant deferral / active EE | $2,368 | $2,990-20.8% | $4,447-46.8% | $4,125-42.6% |
| Admin fee / account holder | $846 | $3,577-76.4% | $5,377-84.3% | $5,651-85.0% |